Most leadership teams have one numbers person and everybody else nodding along. Coach Rob Simons built WinCFO to fix that.

In this episode, Coach Rob and Coach John Lund walk through the tool they created to turn financial data into something a whole leadership team can read, understand, and act on. John calls it operational accounting: not tax, not audit, just the numbers you need to move levers and make decisions.

What they cover:

- Connecting your data: import a standard P&L and balance sheet, or direct-connect to QuickBooks Online and load a couple years in minutes
- Simplifying the chart of accounts down to about 10 to 15 lines so the team sees what matters (and why Greg Crabtree says some businesses only need four)
- Building a KPI dashboard with trends, sparklines, and comparisons, and putting an owner on each of your 8 to 10 metrics
- Setting realistic targets against your last 12 months, including a "just get 5% better" option
- Why the rolling twelve month view beats the annual snapshot for actually running the business
- The forecast tool that runs an AI-guided Q&A and builds a proposed budget you can edit and export
- Forecast versus actual with variance as real data comes in
- The "What If" tool: model a new hire, a revenue miss, or a scenario and see the full picture in minutes
- Power Plays: the seven levers that show what a 1 to 3% change does to profit and cash
- Reporting, a valuation framework, and where you sit on the multiple, so you can build a business that's sustainable and transferable whether or not you ever sell

Perfect timing heading into annual planning season. Load your data now and bring it into your session.

𝗦𝗲𝗲 𝗶𝘁 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳 𝗮𝗻𝗱 𝗯𝗼𝗼𝗸 𝗮 𝗱𝗲𝗺𝗼 (𝟯𝟬 𝘁𝗼 𝟱𝟬 𝗺𝗶𝗻𝘂𝘁𝗲𝘀) 𝗮𝘁 𝗵𝘁𝘁𝗽𝘀://𝘄𝗶𝗻𝗰𝗳𝗼.𝗰𝗼𝗮𝗰𝗵.𝘄𝗶𝗻/

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